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Bosun Asset Management’s Morgan Stanley MS Stock Holding History

Bosun Asset Management’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-300
Closed -$25.6K – 154
2023
Q2 		$25.6K Buy
+300
New +$25.7K 0.03% 174

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bosun Asset Management's MS Position: Q3 2023 in Review

Bosun Asset Management sold out of Morgan Stanley (MS) in Q3 2023, closing a stake of 300 shares — an estimated $25.6K sold.

Bosun Asset Management first reported a position in MS in Q2 2023 and held it in 1 quarter. The position peaked at $25.6K in Q2 2023. 1,663 funds tracked by Wall St. Rank hold MS as of Q3 2023.

  • Bosun Asset Management reported no remaining Morgan Stanley position as of Q3 2023 after selling out during the quarter.
  • Bosun Asset Management sold 300 Morgan Stanley shares in Q3 2023, an estimated $25.6K.
  • Bosun Asset Management first reported a position in Morgan Stanley in Q2 2023 and held it in 1 quarter.
  • Bosun Asset Management's Morgan Stanley position peaked at $25.6K in Q2 2023.
  • 1,663 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2023.

Based on Bosun Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.